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Greater Boca Raton Estate Planning Council
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Saturday, June 16, 2012

Topic:
Annual Year End Event

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Document Library

Document Name (Sort) Date (Sort)
  

Dinner Meeting: Speaker Bio and Speech
Charles Ian Nash, Esq. BIO
   Biographical_Summary_CIN_as_of_January_2012[1].pdf (29K)
3/23/2012
Charles Ian Nash, Esquire
   Homestead_Outline_as_of_March_23_2012[1].pdf (318K)
3/23/2012
Craig Sutherland Presentation
   Craig Sutherland Presentation-Five Potential Goals and Outcomes (2.21.12)[1].pdf (69K)
2/17/2012
John Anzivino Presentation
   John Anzivino Presentation - Charitable Lead Annuity Trusts (2.21.12).pdf (585K)
2/17/2012
Hank Raattama Presentation
   Hank Raattama Presentation - FUPMIFA (2.21.12).pdf (308K)
2/17/2012
Richard Warner Bio
   REW Bio 2012.pdf (48K)
1/10/2012
"How to Fire a Client - Lessons from Celebrity Es
   Course Outline - BOCA - Client Firing - Jan 2012.pdf (55K)
1/10/2012
Barry Nelson Addendum
   2011-11-21 Addendum to Boca EP Council Outline.pdf (43K)
11/22/2011
Barry Nelson
   BioBarryNelson.pdf (216K)
11/12/2011
Barry Nelson
   2011-11-29 AP Planning Jurisdictional Issues-Boca EP Council.pdf (107K)
11/12/2011
Conetta - Durable Power of Attorney
   Tami Conetta - Power of Attorney.pdf (175K)
10/20/2011
Conetta - Laws of Florida
   Tami Conetta - Laws of Florida.pdf (101K)
10/20/2011
Conetta Bio 10/25/11
   Tami Conetta short bio CFO.doc (27K)
10/20/2011
Richard & Andrew Comiter’s Presentation of 4/26/11
   Comiter PP.PPTX (167K)
4/25/2011
Comiter - Richard Bio 4/26/11
   Richard B. Comiter Bio.pdf (61K)
4/19/2011
Comiter - Andrew Bio 4/26/11
   Andrew R. Comiter Bio.pdf (10K)
4/19/2011
Alice Rokahr’s Presentation of 2/22/11
   Estate Planning Council Presentation.ppt (1305K)
2/17/2011
Alice Rokahr’s Bio - 2/22/11
   Paragraph Bio.doc (21K)
2/17/2011
Ullman Bio
   Ullman Bio - Short form.pdf (47K)
1/14/2011
Income Tax 2010
   TRA 2010 (income tax).pdf (64K)
1/14/2011
Detzel Bio 1/18/11
   LYD Bio (O0575355)[1].pdf (27K)
1/14/2011
Estate Tax Relief - It’s Finally Here!
   Estate Tax Relief - It's finally Here! (O0575344)[1].pdf (2047K)
1/14/2011
2010 - 2011 Greater Boca Raton Estate Planning Cou
   brepc2010.pdf (157K)
1/10/2011
  

Membership
Current & Proposed By-laws
   Article II ByLaws to Members.pdf (16K)
10/20/2011
Proposed By-Laws Redline
   Article II ByLaws to Members with Redline.pdf (29K)
10/20/2011
Membership Renewal Form
   Membership Renewal Form.doc (28K)
7/20/2011
By-Laws
   GBREPC By-Laws as of 2010.doc (60K)
1/21/2011
Qualifications for Membership
   Qualifications for Membership(1).doc (39K)
11/19/2010
New Member Application Form
   ApplicationNewMember 2010-2011.doc (39K)
8/9/2010
  

Officer's Duties and Responsibilities
VP - Technology Duties
   GBREPC Vice-President of Technology Duties Responsibilities.doc (30K)
6/28/2011
President's Duties
   GBREPC President duties.pdf (199K)
6/2/2011
VP - Programming's Duties
   GBREPC VP of Program's Duties & Responsibilites.doc (48K)
2/23/2011
VP - Membership's Duties
   GBREPC VP of Membership's Duties & Responsibilities.doc (60K)
2/23/2011
Treasurer's Duties
   GBREPC Treasurer's Duties & Responsibilities.doc (40K)
2/23/2011
Secretary's Duties
   GBREPC Secretary's Duties & Responsibilities.doc (65K)
2/23/2011
President Elect’s Duties
   GBREPC President Elect Duties & Responsibilities.doc (38K)
2/23/2011
  

Speaker
Planning with IRAs and Other Retirement Assets
   Planning with IRAs and Other Retirement Assets.pdf (40K)
12/3/2009
Where Theres a Will There Are Relatives - So Trust
   Where There's a Will There Are Relatives - So Trust Me.pdf (42K)
12/3/2009
Using ESOPs as an Exit Strategy
   Using ESOPs as an Exit Strategy.pdf (40K)
12/3/2009
The Role of Life Insurance in Wealth Transfer Plan
   The Role of Life Insurance in Wealth Transfer Planning.pdf (42K)
12/3/2009
The Importance of Having Long Term Care Insurance
   The Importance of Having Long Term Care Insurance as Part of a Comprehensive Estate Plan.pdf (43K)
12/3/2009
The Board Walk - Ten Major Responsibilities of Boa
   The Board Walk - Ten Major Responsibilities of Board Members.pdf (43K)
12/3/2009
The ABCs of Estate Planning
   The ABCs of Estate Planning.pdf (39K)
12/3/2009
Tangible Personal Property from the Daughter-in-la
   Tangible Personal Property from the Daughter-in-laws Perspective.pdf (43K)
12/3/2009
Six Estate Planning Pitfalls to Avoid
   Six Estate Planning Pitfalls to Avoid.pdf (40K)
12/3/2009
Preserving Your Wealth for the Next Generation and
   Preserving Your Wealth for the Next Generation and Philanthropy.pdf (43K)
12/3/2009
Planned Giving 101 - An Introduction to the Primar
   Planned Giving 101 - An Introduction to the Primary Charitable Giving Vehicles.pdf (43K)
12/3/2009
Issues that Matter the Most
   Issues that Matter the Most.pdf (42K)
12/3/2009
Integrating Investments - A New Approach for Afflu
   Integrating Investments - A New Approach for Affluent Investors.pdf (42K)
12/3/2009
I Know I Don't Know, Now What?
   I Know I Don't Know, Now What.pdf (38K)
12/3/2009
Grab the Brass Ring
   Grab the Brass Ring.pdf (39K)
12/3/2009
Full Estate Planning - Take Care of Yourself First
   Full Estate Planning - Take Care of Yourself First.pdf (41K)
12/3/2009
Financial Planning for Women
   Financial Planning for Women.pdf (42K)
12/3/2009
Estate Planning for Modest Wealth Persons
   Estate Planning for Modest Wealth Persons.pdf (42K)
12/3/2009
Dont Hook Me Up, Let Me Die in Peace
   Don't Hook Me Up, Let Me Die In Peace.pdf (38K)
12/3/2009
Developing a Planned Giving Strategy for Small Non
   Developing a Planned Giving Strategy for Small Non-Profits.pdf (43K)
12/3/2009
Converting Your Retirement Nest Egg Into an Income
   Converting Your Retirement Nest Egg Into an Income Stream.pdf (43K)
12/3/2009
Speakers Bureau - Let Us Hear From You
   Speakers Bureau - Let Us Hear From You.pdf (14K)
10/6/2009
Speakers Bureau Guidelines
   Speakers Bureau Guidelines.pdf (15K)
10/6/2009
Speakers Bureau Submission Form
   Speakers Bureau Submission Form.pdf (24K)
10/6/2009
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